This came right after I said they need to be aiming for this range. Seed LLMs likely are already in 2-3T range, so 5T later this yr & 10T next yr seems reasonable.

Key is that such model can only be served on ever larger SuperNode. BD's self designed chips can utilise supply chain that everyone else in China uses to build at least 128-card super node. The demand for CXMT memory chips in China is huge as 5-10T sized models have been made available by the development of domestic supply chain for — via @tphuang

Key is that such model can only be served on ever larger SuperNode. BD's self designed chips can utilise supply chain that everyone else in China uses to build at least 128-card super node.